Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi
AeroLeads people directory · profile

Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi Email & Phone Number

Financial Planner and Partner at True Potential LLP
Location: Dumfries, Scotland, United Kingdom 2 work roles 9 schools
LinkedIn matched
✓ Verified August 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
True Potential LLP
Role
Financial Planner and Partner
Location
Dumfries, Scotland, United Kingdom
Company size
619 employees

Who is Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi is listed as Financial Planner and Partner at True Potential LLP, a with 619 employees, based in Dumfries, Scotland, United Kingdom. AeroLeads shows a matched LinkedIn profile for Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi.

Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi previously worked as Paraplanner/Trainee Financial Planner at True Potential Llp. Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi holds Cisi Level 6 Certificate In Advanced Financial Planning, Pass from The Chartered Institute For Securities & Investment (The Cisi).

Company email context

Email format at True Potential LLP

This section adds company-level context without repeating Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi's masked contact details.

True Potential LLP

Review company-level records connected to Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi

As an experienced Financial Planner, I am dedicated to delivering clear and comprehensive financial advice that empowers you to live your life to the fullest. My mission is to help you live the life you envision, free from financial worry.With a strong foundation in Accountancy—holding an undergraduate degree in Accounting & Finance—I bring a strategic approach to financial planning. I am currently pursuing the Level 7 Diploma in Advanced Financial Planning through CISI to further enhance my expertise and serve my clients even better.

Current workplace

Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi's current company

Company context helps verify the profile and gives searchers a useful next step.

True Potential LLP
True Potential Llp
Financial Planner and Partner
newcastle upon tyne, newcastle upon tyne, united kingdom
Website
tpllp.com
Employees
619
AeroLeads page
Company profile
View company profile Email format
2 roles

Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi work experience

A career timeline built from the work history available for this profile.

Financial Planner And Partner

Current
True Potential Llp

Dumfries, United Kingdom

Partner & Financial Planner offering bespoke financial planning solutions to private clients.

Aug 2018 - Present

Paraplanner/Trainee Financial Planner

True Potential Llp

Dumfries

Paraplanner & Trainee Financial Planner

Team & coworkers

Colleagues at True Potential LLP

Other employees you can reach at tpllp.com. View company contacts for 619 employees →

AW Alexander William Knight Alexander William Knight Colleague at True Potential LlpNewcastle Upon Tyne, England, United Kingdom View → MA Martin Amer Martin Amer Colleague at True Potential LlpSunderland, England, United Kingdom View → AP Adrian Pugh Dip Pfs Adrian Pugh Dip Pfs Colleague at True Potential LlpUnited Kingdom View → SW Simon Wallace Simon Wallace Colleague at True Potential LlpNewcastle Upon Tyne, England, United Kingdom View → MB Mark Birkett Mark Birkett Colleague at True Potential LlpNottinghamshire, England, United Kingdom View → MM Megan Mclaughlin Megan Mclaughlin Colleague at True Potential LlpCraigavon, Northern Ireland, United Kingdom View → LF Lee Fisher Lee Fisher Colleague at True Potential LlpLancaster, England, United Kingdom View → DK David Kelly Dippfs Cert Cii David Kelly Dippfs Cert Cii Colleague at True Potential LlpCorfe Mullen, England, United Kingdom View → SH Sara Hicks Sara Hicks Colleague at True Potential LlpSaundersfoot, Wales, United Kingdom View → RD Richard Dunbar Richard Dunbar Colleague at True Potential LlpEdinburgh, Scotland, United Kingdom View →
9 education records

Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi education

Bachelor’S Degree, Ba (Hons) Accounting, 2:1

University Of The West Of Scotland

BA (Hons) Dissertation - Attitudes To Saving: Are Young People Saving For The Security of Their Financial Future? (First Class) Modules •.

Professional Fundamental Examinations, Accounting

Acca

Reg No: 3640687 • FI – Accountant In Business • F2 – Management Accounting • F3 – Financial Accounting • F4 – Corporate & Business Law •.

Hnd Accounting, Accounting, Ab

Dumfries & Galloway College

Accountancy

Hnc Accounting, Accounting, A

Dumfries & Galloway College

HNC

FAQ

Frequently asked questions about Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi

Quick answers generated from the profile data available on this page.

What company does Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi work for?

Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi works for True Potential LLP.

What is Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi's role at True Potential LLP?

Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi is listed as Financial Planner and Partner at True Potential LLP.

Where is Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi based?

Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi is based in Dumfries, Scotland, United Kingdom while working with True Potential LLP.

What companies has Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi worked for?

Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi has worked for True Potential Llp.

Who are Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi's colleagues at True Potential LLP?

Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi's colleagues at True Potential LLP include Alexander William Knight, Martin Amer, Adrian Pugh Dip Pfs, Simon Wallace, and Mark Birkett.

How can I contact Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi?

You can use AeroLeads to view verified contact signals for Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi at True Potential LLP, including work email, phone, and LinkedIn data when available.

What schools did Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi attend?

Jordan West Ba (Hons) Dippfs Efa Cert Cii (Mp) Mcsi holds Cisi Level 6 Certificate In Advanced Financial Planning, Pass from The Chartered Institute For Securities & Investment (The Cisi).

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.